Clifford Swan Investment Counsel’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,836
-48
| -2% | -$4.18K | 0.01% | 288 |
|
|
2025
Q1 | $259K | Sell |
2,884
-1,025
| -26% | -$92.1K | 0.01% | 280 |
|
|
2024
Q4 | $312K | Hold |
3,909
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $352K | Sell |
3,909
-278
| -7% | -$25K | 0.01% | 257 |
|
|
2024
Q2 | $330K | Hold |
4,187
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $365K | Hold |
4,187
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $345K | Sell |
4,187
-2,201
| -34% | -$181K | 0.01% | 249 |
|
|
2023
Q3 | $501K | Sell |
6,388
-430
| -6% | -$33.7K | 0.02% | 209 |
|
|
2023
Q2 | $601K | Sell |
6,818
-959
| -12% | -$84.5K | 0.02% | 203 |
|
|
2023
Q1 | $627K | Sell |
7,777
-119
| -2% | -$9.59K | 0.03% | 199 |
|
|
2022
Q4 | $614K | Sell |
7,896
-466
| -6% | -$36.2K | 0.03% | 198 |
|
|
2022
Q3 | $675K | Sell |
8,362
-1,165
| -12% | -$94K | 0.03% | 188 |
|
|
2022
Q2 | $855K | Sell |
9,527
-1,672
| -15% | -$150K | 0.04% | 180 |
|
|
2022
Q1 | $1.24M | Hold |
11,199
| – | – | 0.05% | 164 |
|
|
2021
Q4 | $1.16M | Sell |
11,199
-21
| -0.2% | -$2.17K | 0.04% | 176 |
|
|
2021
Q3 | $1.35M | Sell |
11,220
-339
| -3% | -$40.8K | 0.05% | 168 |
|
|
2021
Q2 | $1.48M | Sell |
11,559
-2,347
| -17% | -$301K | 0.06% | 152 |
|
|
2021
Q1 | $1.64M | Hold |
13,906
| – | – | 0.07% | 145 |
|
|
2020
Q4 | $1.63M | Buy |
13,906
+25
| +0.2% | +$2.93K | 0.07% | 145 |
|
|
2020
Q3 | $1.44M | Sell |
13,881
-300
| -2% | -$31.2K | 0.07% | 147 |
|
|
2020
Q2 | $1.3M | Sell |
14,181
-200
| -1% | -$18.3K | 0.07% | 156 |
|
|
2020
Q1 | $1.3M | Sell |
14,381
-2,050
| -12% | -$185K | 0.08% | 138 |
|
|
2019
Q4 | $1.86M | Hold |
16,431
| – | – | 0.09% | 135 |
|
|
2019
Q3 | $1.79M | Sell |
16,431
-1,500
| -8% | -$163K | 0.09% | 135 |
|
|
2019
Q2 | $1.75M | Buy |
17,931
+304
| +2% | +$29.6K | 0.09% | 139 |
|
|
2019
Q1 | $1.61M | Hold |
17,627
| – | – | 0.09% | 140 |
|
|
2018
Q4 | $1.6M | Sell |
17,627
-16
| -0.1% | -$1.46K | 0.1% | 128 |
|
|
2018
Q3 | $1.74M | Sell |
17,643
-100
| -0.6% | -$9.84K | 0.09% | 128 |
|
|
2018
Q2 | $1.52M | Buy |
17,743
+16
| +0.1% | +$1.37K | 0.08% | 138 |
|
|
2018
Q1 | $1.42M | Hold |
17,727
| – | – | 0.08% | 140 |
|
|
2017
Q4 | $1.43M | Sell |
17,727
-700
| -4% | -$56.5K | 0.08% | 142 |
|
|
2017
Q3 | $1.43M | Buy |
18,427
+2,059
| +13% | +$160K | 0.09% | 134 |
|
|
2017
Q2 | $1.45M | Buy |
16,368
+2,108
| +15% | +$187K | 0.09% | 135 |
|
|
2017
Q1 | $1.15M | Buy |
14,260
+125
| +0.9% | +$10.1K | 0.07% | 139 |
|
|
2016
Q4 | $1.01M | Buy |
14,135
+375
| +3% | +$26.7K | 0.07% | 145 |
|
|
2016
Q3 | $1.19M | Sell |
13,760
-1,185
| -8% | -$102K | 0.08% | 138 |
|
|
2016
Q2 | $1.3M | Sell |
14,945
-1,114
| -7% | -$96.7K | 0.09% | 129 |
|
|
2016
Q1 | $1.2M | Sell |
16,059
-1,200
| -7% | -$90K | 0.08% | 138 |
|
|
2015
Q4 | $1.33M | Sell |
17,259
-2,000
| -10% | -$154K | 0.09% | 136 |
|
|
2015
Q3 | $1.29M | Sell |
19,259
-3,412
| -15% | -$228K | 0.09% | 131 |
|
|
2015
Q2 | $1.68M | Sell |
22,671
-4,300
| -16% | -$319K | 0.11% | 122 |
|
|
2015
Q1 | $2.1M | Sell |
26,971
-21,418
| -44% | -$1.67M | 0.14% | 110 |
|
|
2014
Q4 | $3.49M | Sell |
48,389
-8,347
| -15% | -$603K | 0.23% | 91 |
|
|
2014
Q3 | $3.52M | Sell |
56,736
-398
| -0.7% | -$24.7K | 0.24% | 87 |
|
|
2014
Q2 | $3.64M | Sell |
57,134
-1,009
| -2% | -$64.3K | 0.25% | 88 |
|
|
2014
Q1 | $3.58M | Buy |
58,143
+103
| +0.2% | +$6.34K | 0.25% | 88 |
|
|
2013
Q4 | $3.33M | Sell |
58,040
-727
| -1% | -$41.7K | 0.24% | 88 |
|
|
2013
Q3 | $3.13M | Sell |
58,767
-1,140
| -2% | -$60.7K | 0.25% | 87 |
|
|
2013
Q2 | $3.08M | Buy |
+59,907
| New | +$3.08M | 0.26% | 84 |
|